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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,580 | $75,962-49.2% | $154,108-75.0% | $64,173-39.9% |
| Participation rate | 39.0% | 70.4%-31.4pp | 83.0%-44.0pp | 69.6%-30.5pp |
| Annual return | -6.18% | 30.32%-36.5pp | 735.21%-741.4pp | 7.63%-13.8pp |
| Employer contribution / active EE | $1,386 | $3,350-58.6% | $5,298-73.8% | $2,381-41.8% |
| Participant deferral / active EE | $2,861 | $3,175-9.9% | $5,081-43.7% | $3,470-17.5% |
| Admin fee / account holder | $3,303 | $5,589-40.9% | $13,411-75.4% | $4,887-32.4% |